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HVAC contractor software

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Riverside Remodel
Step 1 of 5
Budget
Framing$12,400
Electrical$4,800
Tile & finishes$8,200
Total$42,800

Start with a detailed budget for the whole project.

Client Agreement
$42,800
Signature
Sign here

That same budget becomes a proposal your client reviews and signs.

Invoice
CF-0007Due Jun 1
Amount due$42,800
PAID
Synced to QuickBooks

Invoice straight from the budget — paid online and synced to QuickBooks.

Vendor bills
Lumber Co.$5,800
Peak Electric$4,200
Tile Plus$3,400
Costs out$13,400

Track what you owe your vendors against the same project.

Schedule
Site PrepDone
Foundation70%
Framing35%
Electrical0%
On track for Jun 14

Keep every phase on schedule from first day to final walk-through.

Why HVAC Contractors choose Foreman

One platform, from first bid to final payment

HVAC work mixes equipment-heavy installs with ongoing service. Foreman ties your estimates, schedules, and invoices together so margins stay visible on every project.

Win the work

Build a budget, turn it into a branded proposal, and get it signed online — without retyping a number or paying for a separate e-sign tool.

Get paid, stay in sync

Invoice clients and track vendor bills in one place, with QuickBooks syncing both directions automatically — no double entry.

Keep projects on track

A live schedule with the critical path shows what is at risk, and the AI assistant watches every project so nothing slips.

Estimating

Estimate HVAC equipment, ductwork, and installation labor

Build the installation budget around equipment, ductwork, controls, materials, and labor. Keep each cost visible when pricing a replacement, retrofit, or new construction HVAC project.

BUD-004Northside Commercial Site
$280,580
#
Name
Qty
Unit
Unit Cost
Total
Site Work
$40,500
1.1
Clear & Grub
1
LS
$12,500
$12,500
1.2
Excavation & Grading
3,200
CY
$8.75
$28,000
Concrete & Foundations
$104,400
2.1
Spread Footings
24
EA
$1,850
$44,400
2.2
Grade Beams
480
LF
$125
$60,000
Structural Steel
$135,680
3.1
W-Shape Columns
36
EA
$2,400
$86,400
3.2
Wide Flange Beams
12,800
LB
$3.85
$49,280
E-Signatures

Put the HVAC installation scope in a signed agreement

Send a proposal describing the equipment and installation work included in the price. Clients can approve online, and the signed record stays with the project for your office and installation team.

Client Agreement · DOC-0014
Send
Client Agreement
Riverside Remodel · Apex Build Co.
Client
Sarah Chen
Total
$42,800
Authorized Signature
Sarah Chen — sign here
Get Paid

Track equipment purchases against HVAC project revenue

Record equipment and supplier bills against the installation budget, then create client invoices as work progresses. Keep purchased equipment costs visible alongside amounts invoiced and collected.

Invoice #3
Mitchell Kitchen Remodel
Sarah Mitchell · Due Mar 28, 2026
$12,500
Final Payment
Kitchen Demo & Disposal$1,200
Cabinet Installation$6,800
Countertop & Backsplash$4,500
Unpaid
Scheduling

Plan HVAC delivery, installation, and commissioning

Link equipment delivery, ductwork, installation, controls, and commissioning tasks. Include inspection milestones so the crew can see which prerequisites stand between the current phase and completion.

Schedule · Riverside Remodel
Critical path
GanttCalendar
Site Prep
Excavation
Foundation
Framing
Electrical
Plumbing
Finishes
W1W2W3W4W5W6
Today
7 tasks · 4 dependenciesCalculating…

See the critical path on your own projects

Book a demo and we'll map a real HVAC contractor's project timeline with you — tasks, dependencies, and the critical path that shows what actually moves your finish date.

Book a Demo

How it works

Three steps. That's it.

1

Book your demo

See Foreman on real HVAC contractor projects. We tailor the walkthrough to how your shop actually runs and answer every question before you commit.

2

Start your 30-day trial

We hand-hold your whole company onto Foreman — your data imported, your team set up and live. No DIY scramble, then your free trial begins.

3

Start winning the work

Send branded proposals, bill and get paid faster, and run every project from one place — with QuickBooks staying in sync both directions.

Frequently asked questions

Get started today

Join contractors who’ve put away the spreadsheets and sticky notes.

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